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Disclosery

Wela Strategies, Inc.: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wela Strategies, Inc. on IVV, newest first. How the timeline and the estimate are built.

Wela Strategies, Inc. held 100,417 IVV shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 100,417 shares
    Change vs previous 13F -3,923 shares

    25.49% of the 13F portfolio, value $67,209,335.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 104,340 shares
    Change vs previous 13F +2,506 shares

    25.57% of the 13F portfolio, value $64,784,605.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 101,834 shares
    Change vs previous 13F +59,843 shares

    24.15% of the 13F portfolio, value $57,220,604.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 41,991 shares
    Change vs previous 13F -53,183 shares

    0.19% of the 13F portfolio, value $439,226.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 95,174 shares
    Change vs previous 13F -8,354 shares

    24.51% of the 13F portfolio, value $56,211,877.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 103,528 shares
    Change vs previous 13F +1,009 shares

    26.39% of the 13F portfolio, value $56,653,167.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 102,519 shares
    Change vs previous 13F +19,200 shares

    25.47% of the 13F portfolio, value $53,897,509.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 83,319 shares
    Change vs previous 13F not available

    21.37% of the 13F portfolio, value $39,795,578.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).